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North American Income Trust (NAIT) Competitors

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GBX 425 +3.00 (+0.71%)
As of 12:34 PM Eastern

NAIT vs. CLDN, MRC, HGT, BRWM, and RAT

Should you buy North American Income Trust stock or one of its competitors? MarketBeat compares North American Income Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with North American Income Trust include Caledonia Investments (CLDN), The Mercantile Investment Trust (MRC), HgCapital Trust (HGT), BlackRock World Mining Trust (BRWM), and Rathbones Group (RAT). These companies are all part of the "asset management" industry.

How does North American Income Trust compare to Caledonia Investments?

North American Income Trust (LON:NAIT) and Caledonia Investments (LON:CLDN) are both small-cap financial services companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, dividends, media sentiment, valuation, institutional ownership, profitability and analyst recommendations.

North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.4%. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Caledonia Investments has higher revenue and earnings than North American Income Trust. North American Income Trust is trading at a lower price-to-earnings ratio than Caledonia Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£37.87M12.87£49.67M£29.3414.49
Caledonia Investments£160.50M12.12£199.92M£25.5014.92

North American Income Trust has a beta of 0.8889384, indicating that its stock price is 11% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 0.806, indicating that its stock price is 19% less volatile than the broader market.

North American Income Trust has a net margin of 90.75% compared to Caledonia Investments' net margin of 81.74%. North American Income Trust's return on equity of 7.76% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust90.75% 7.76% -0.86%
Caledonia Investments 81.74%4.51%4.23%

3.9% of North American Income Trust shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 1.0% of North American Income Trust shares are owned by insiders. Comparatively, 4.5% of Caledonia Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, North American Income Trust's average media sentiment score of 0.00 equaled Caledonia Investments'average media sentiment score.

Company Overall Sentiment
North American Income Trust Neutral
Caledonia Investments Neutral

Summary

Caledonia Investments beats North American Income Trust on 7 of the 13 factors compared between the two stocks.

How does North American Income Trust compare to The Mercantile Investment Trust?

North American Income Trust (LON:NAIT) and The Mercantile Investment Trust (LON:MRC) are both small-cap financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, profitability, institutional ownership, valuation, media sentiment, dividends, analyst recommendations and risk.

North American Income Trust has a net margin of 90.75% compared to The Mercantile Investment Trust's net margin of 89.90%. The Mercantile Investment Trust's return on equity of 10.56% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust90.75% 7.76% -0.86%
The Mercantile Investment Trust 89.90%10.56%2.53%

North American Income Trust has a beta of 0.8889384, meaning that its stock price is 11% less volatile than the broader market. Comparatively, The Mercantile Investment Trust has a beta of 1.5307136, meaning that its stock price is 53% more volatile than the broader market.

North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. The Mercantile Investment Trust pays an annual dividend of GBX 8.05 per share and has a dividend yield of 2.9%. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. The Mercantile Investment Trust pays out 27.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, North American Income Trust's average media sentiment score of 0.00 equaled The Mercantile Investment Trust'saverage media sentiment score.

Company Overall Sentiment
North American Income Trust Neutral
The Mercantile Investment Trust Neutral

3.9% of North American Income Trust shares are held by institutional investors. Comparatively, 13.0% of The Mercantile Investment Trust shares are held by institutional investors. 1.0% of North American Income Trust shares are held by company insiders. Comparatively, 0.1% of The Mercantile Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

The Mercantile Investment Trust has higher revenue and earnings than North American Income Trust. The Mercantile Investment Trust is trading at a lower price-to-earnings ratio than North American Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£37.87M12.87£49.67M£29.3414.49
The Mercantile Investment Trust£209.68M8.42£393.55M£29.039.53

Summary

The Mercantile Investment Trust beats North American Income Trust on 7 of the 13 factors compared between the two stocks.

How does North American Income Trust compare to HgCapital Trust?

HgCapital Trust (LON:HGT) and North American Income Trust (LON:NAIT) are both small-cap financial services companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, valuation, risk, institutional ownership, media sentiment, earnings, analyst recommendations and dividends.

In the previous week, HgCapital Trust had 1 more articles in the media than North American Income Trust. MarketBeat recorded 1 mentions for HgCapital Trust and 0 mentions for North American Income Trust. HgCapital Trust's average media sentiment score of 1.38 beat North American Income Trust's score of 0.00 indicating that HgCapital Trust is being referred to more favorably in the media.

Company Overall Sentiment
HgCapital Trust Positive
North American Income Trust Neutral

HgCapital Trust has a beta of 0.41128778, meaning that its stock price is 59% less volatile than the broader market. Comparatively, North American Income Trust has a beta of 0.8889384, meaning that its stock price is 11% less volatile than the broader market.

18.1% of HgCapital Trust shares are owned by institutional investors. Comparatively, 3.9% of North American Income Trust shares are owned by institutional investors. 0.2% of HgCapital Trust shares are owned by company insiders. Comparatively, 1.0% of North American Income Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

HgCapital Trust has higher revenue and earnings than North American Income Trust. North American Income Trust is trading at a lower price-to-earnings ratio than HgCapital Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
HgCapital Trust£109.29M15.90£284.58M£21.4917.85
North American Income Trust£37.87M12.87£49.67M£29.3414.49

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
HgCapital Trust
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
North American Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

North American Income Trust has a net margin of 90.75% compared to HgCapital Trust's net margin of 88.67%. North American Income Trust's return on equity of 7.76% beat HgCapital Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
HgCapital Trust88.67% 3.90% 6.88%
North American Income Trust 90.75%7.76%-0.86%

HgCapital Trust pays an annual dividend of GBX 5.50 per share and has a dividend yield of 1.4%. North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. HgCapital Trust pays out 25.6% of its earnings in the form of a dividend. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

HgCapital Trust beats North American Income Trust on 10 of the 16 factors compared between the two stocks.

How does North American Income Trust compare to BlackRock World Mining Trust?

BlackRock World Mining Trust (LON:BRWM) and North American Income Trust (LON:NAIT) are both small-cap financial services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, media sentiment, risk, institutional ownership, valuation, dividends, earnings and analyst recommendations.

BlackRock World Mining Trust has a net margin of 98.77% compared to North American Income Trust's net margin of 90.75%. BlackRock World Mining Trust's return on equity of 52.74% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock World Mining Trust98.77% 52.74% -0.10%
North American Income Trust 90.75%7.76%-0.86%

BlackRock World Mining Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 2.7%. North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. BlackRock World Mining Trust pays out 6.3% of its earnings in the form of a dividend. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, BlackRock World Mining Trust had 1 more articles in the media than North American Income Trust. MarketBeat recorded 1 mentions for BlackRock World Mining Trust and 0 mentions for North American Income Trust. BlackRock World Mining Trust's average media sentiment score of 1.41 beat North American Income Trust's score of 0.00 indicating that BlackRock World Mining Trust is being referred to more favorably in the media.

Company Overall Sentiment
BlackRock World Mining Trust Positive
North American Income Trust Neutral

BlackRock World Mining Trust has a beta of 0.995, meaning that its stock price is 1% less volatile than the broader market. Comparatively, North American Income Trust has a beta of 0.8889384, meaning that its stock price is 11% less volatile than the broader market.

North American Income Trust has lower revenue, but higher earnings than BlackRock World Mining Trust. BlackRock World Mining Trust is trading at a lower price-to-earnings ratio than North American Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock World Mining Trust£693.80M2.26-£13.42M£365.862.30
North American Income Trust£37.87M12.87£49.67M£29.3414.49

8.2% of BlackRock World Mining Trust shares are held by institutional investors. Comparatively, 3.9% of North American Income Trust shares are held by institutional investors. 0.2% of BlackRock World Mining Trust shares are held by company insiders. Comparatively, 1.0% of North American Income Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

BlackRock World Mining Trust beats North American Income Trust on 10 of the 15 factors compared between the two stocks.

How does North American Income Trust compare to Rathbones Group?

Rathbones Group (LON:RAT) and North American Income Trust (LON:NAIT) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, earnings, valuation, dividends, institutional ownership and risk.

North American Income Trust has a net margin of 90.75% compared to Rathbones Group's net margin of 10.85%. Rathbones Group's return on equity of 8.33% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Rathbones Group10.85% 8.33% 3.57%
North American Income Trust 90.75%7.76%-0.86%

Rathbones Group has a beta of 0.722, meaning that its share price is 28% less volatile than the broader market. Comparatively, North American Income Trust has a beta of 0.8889384, meaning that its share price is 11% less volatile than the broader market.

61.6% of Rathbones Group shares are owned by institutional investors. Comparatively, 3.9% of North American Income Trust shares are owned by institutional investors. 1.7% of Rathbones Group shares are owned by insiders. Comparatively, 1.0% of North American Income Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Rathbones Group has higher revenue and earnings than North American Income Trust. North American Income Trust is trading at a lower price-to-earnings ratio than Rathbones Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Rathbones Group£923.30M1.90£63.46M£104.7016.29
North American Income Trust£37.87M12.87£49.67M£29.3414.49

In the previous week, Rathbones Group had 3 more articles in the media than North American Income Trust. MarketBeat recorded 3 mentions for Rathbones Group and 0 mentions for North American Income Trust. Rathbones Group's average media sentiment score of 0.39 beat North American Income Trust's score of 0.00 indicating that Rathbones Group is being referred to more favorably in the media.

Company Overall Sentiment
Rathbones Group Neutral
North American Income Trust Neutral

Rathbones Group currently has a consensus target price of GBX 1,982.50, indicating a potential upside of 16.21%. Given Rathbones Group's stronger consensus rating and higher probable upside, equities research analysts plainly believe Rathbones Group is more favorable than North American Income Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rathbones Group
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
North American Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Rathbones Group pays an annual dividend of GBX 94 per share and has a dividend yield of 5.5%. North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. Rathbones Group pays out 89.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. North American Income Trust pays out 42.6% of its earnings in the form of a dividend.

Summary

Rathbones Group beats North American Income Trust on 14 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NAIT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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NAIT vs. The Competition

MetricNorth American Income TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£487.41M£2.45B£6.17B£2.77B
Dividend Yield3.08%6.00%5.23%6.15%
P/E Ratio14.4963.1229.76368.16
Price / Sales12.871,847.491,181.7184,554.80
Price / Cash27.8160.50115.4427.89
Price / Book1.261.316.537.53
Net Income£49.67M£265.96M£1.13B£5.89B
7 Day Performance-0.70%-0.57%5.04%5.85%
1 Month Performance1.92%-0.25%5.43%4.48%
1 Year Performance25.72%7.15%14.79%62.28%

North American Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NAIT
North American Income Trust
N/AGBX 425
+0.7%
N/A+26.5%£487.41M£37.87M14.49N/A
CLDN
Caledonia Investments
N/AGBX 377.50
+0.7%
N/A-89.3%£1.93B£160.50M14.8074
MRC
The Mercantile Investment Trust
N/AGBX 276.46
+0.7%
N/A+11.0%£1.76B£209.68M9.522,800
HGT
HgCapital Trust
2.0394 of 5 stars
GBX 387.50
-2.1%
N/A-22.8%£1.76B£109.29M18.03N/A
BRWM
BlackRock World Mining Trust
N/AGBX 929
+2.2%
N/A+54.2%£1.73B£693.80M2.54147,000

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This page (LON:NAIT) was last updated on 7/17/2026 by MarketBeat.com Staff.
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